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Home > Institutional Investor > Convergence Financial, Llc > 13F Holdings

Instuitional Investor - Convergence Financial, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 411,930 $36,208,721 7.22%
2.
Spdr Ser Tr
 358,722 $32,797,976 6.54%
3.
Spdr Series Trust
 608,587 $31,123,130 6.2%
4.
Spdr Series Trust
 1,054,048 $26,340,655 5.25%
5.
Franklin Templeton Etf Tr
 1,208,278 $25,482,586 5.08%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)